Client Portfolio Manager

Responsibility for a portfolio of clients across a range of industry sectors, including sole-traders, partnerships, and limited companies. You need to ensure the staff under your responsibility are mentored, developed, and helped to thrive. Client Details The client is a reputable and leading independent firm. They have a very clear appraisal and development path where you can progress in decent timescales through the ranks with good performance. They are a one stop shop for business services providing a large amount of interesting and complex advisory work. Description Consistently run a varied portfolio of clients, including dealing with the completion / reviewing of annual accounts and tax computations, reviewing VAT returns completed by junior members of staff. Conduct planning meetings with the junior staff to relay client knowledge/deadlines and take an active role in ensuring that all accounts & tax returns are filed with the relevant authorities on time for your portfolio. Plan your team's workload and balance this with the needs of the firm to achieve the firm's expected turnaround for jobs. Arrange pre-year-end meetings with the client. Ensuring that clients accounting records are maintained accurately throughout the year and be able to provide management figures as required. Attend client meetings and build your relationship with the client to become the main point of contact for your portfolio. Speak confidently with clients about software options relevant to their needs. Understanding and adhering to our internal software and procedures. To promote and ensure best practice is followed for all compliance matters. Assisting in the completion/review of quarterly VAT returns & filing at HMRC in line with making tax digital. To proactively deal with client queries and covering advice with partners before forwarding to clients. Review external communications and liaise with the Partner on matters containing advice. Liaise with clients and HMRC on portfolio matters. Helping to oversee the day-to-day management of a department, including assigning work to staff members. Take responsibility for job performance and recoveries. Identify training needs within the team to develop staff to their career goals. Undertake staff appraisals for direct reports. Represent the firm externally at various networking events and build relationships in the communities our offices are based. A willingness to contribute or manage internal projects that may not be directly related to the portfolio management. Assist with administrative duties as required by the firm. To effectively manage the financial aspects of the portfolio. Maintain control of the WIP level within your portfolio. To have a collaborative approach with your department and the rest of the firm. Delegate appropriate tasks to staff to further their development. Profile Preferred ACA / ACCA qualified. Flexibility and approachability under pressure. You must be proactive, tenacious and show initiative at all times. Excellent attention to detail and a high degree of accuracy. The ability to communicate confidently, clearly and effectively at all levels including ensuring the partner is aware of any client issues. The ability to work closely with other members of the team and management team. A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients. A high level of professionalism to deliver client service excellence. The ability to build excellent relationships with all colleagues through role model behaviour. in line with the Firm's culture and strategic objectives. The ability to multitask and meet deadlines when required. Effective delegation and time management. To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists. Job Offer Competitive Salary of up to £65,000 DOE Flexible and hybrid working options Parking on site

Location: Bristol, GB

Posted Date: 1/15/2025